Verdi Wealth Management is a high-touch, high-service, independent wealth management consulting firm based in Boise, Idaho. We deliver integrated financial solutions to high net worth families, individuals, businesses, and foundations throughout the Pacific Northwest region and beyond.
As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product.What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our client's best interests, and then marshal our full capabilities toward that end.
As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product.What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our client's best interests, and then marshal our full capabilities toward that end.
Services
What if your financial advisor had their finger on the pulse of your life, not just the market? What if you had anytime access to a wealth management team whose only job was to help navigate and clarify every aspect of your financial world? What if you could just focus all your energy on simply living a more fulfilling life?
At Verdi Wealth Management we help our clients create and implement a fully integrated financial plan. We start every relationship with a 360-degree view of their financial world, and help transform chaos into order during the financial planning process.
Each of our clients has their own individual road map which outlines the best approach towards retirement planning, estate planning, tax minimization, insurance needs, and all other aspects of their financial world.Our detailed planning keeps our clients on the right track before and during retirement.
Each of our clients has their own individual road map which outlines the best approach towards retirement planning, estate planning, tax minimization, insurance needs, and all other aspects of their financial world.Our detailed planning keeps our clients on the right track before and during retirement.
Our client's assets are custodied at National Financial Services (NFS), with whom Commonwealth maintains a strategic relationship with. NFS, a Fidelity Investments Company, provides trade execution, clearing, tax reporting, and other related services to our client's brokerage accounts.
The majority of the assets we invest for our clients are invested in fee-based accounts, where our clients are charged annually as a % of the total fee-based assets we manage for them.Our fees start at 1%, and decrease at different asset levels our clients reach. We pay for all trading costs, and keep the underlying investment expenses as low as we can while helping our clients work towards their long term financial goals.
The majority of the assets we invest for our clients are invested in fee-based accounts, where our clients are charged annually as a % of the total fee-based assets we manage for them.Our fees start at 1%, and decrease at different asset levels our clients reach. We pay for all trading costs, and keep the underlying investment expenses as low as we can while helping our clients work towards their long term financial goals.
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